What are the responsibilities and job description for the Investment Operations Manager position at Lyons Wealth Management?
About Lyons Wealth Management:
At Lyons Wealth Management, we are dedicated to delivering institutional-quality investment solutions to high-net-worth individuals and financial advisors. Our dynamic and entrepreneurial culture fosters innovation, integrity, and a commitment to excellence. We are seeking an Investment Operations Manager to oversee and optimize our trading, reporting, and portfolio management processes. This is a critical role for ensuring efficiency, accuracy, and compliance within our investment operations.
Key Responsibilities:
- Oversee daily investment operations, including trade execution, reconciliation, and settlements.
- Manage portfolio accounting, reporting, and performance analysis.
- Ensure compliance with internal policies, regulatory requirements, and industry best practices.
- Collaborate with portfolio managers, traders, and client service teams to improve operational efficiency.
- Optimize operational workflows, leveraging technology and automation where possible.
- Liaise with custodians, brokers, and third-party vendors to streamline processes.
- Provide key insights and reporting to senior management for strategic decision-making.
Desired Qualifications:
- Degree in related areas of study including Business, Finance, Economics, Mathematics, or Physics
- 1-3 years of experience in investment operations, portfolio administration, or trading support.
- Strong knowledge of investment products, including equities, fixed income, equity derivatives, and alternatives.
- Excellent analytical, problem-solving, and organizational skills.
- Ability to work in a fast-paced, entrepreneurial environment with a strong attention to detail.
- Proficiency in Microsoft Excel and PowerPoint.
To apply, send your resume to s.read@lyonswealth.com or connect with us here on LinkedIn.